Jesse Fraga
Financial Services Representative at Charles Schwab | Austin, Texas, United States
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Jesse Fraga currently serves as a Financial Services Representative at Charles Schwab, where he leverages his comprehensive understanding of financial markets and client-centric solutions to deliver exceptional service. In this role, Jesse specializes in researching and analyzing a wide array of financial products, including investment options, retirement accounts, and market trends, to craft tailored financial strategies that align with each client’s unique goals and risk tolerance. His expertise with advanced tools such as Thinkorswim enables him to monitor equities, support real-time trading inquiries, and provide insightful market analysis, ensuring clients are well-informed and confident in their investment decisions.
At Charles Schwab, Jesse also utilizes Salesforce Service Cloud to efficiently manage client account information, streamline communication workflows, and enhance overall client engagement. His proficiency with collaboration platforms like Microsoft Teams fosters seamless coordination with internal teams, ensuring that client needs are addressed promptly and accurately. Jesse’s background in leadership, combined with his skills in project management, event planning, and creative strategy, allows him to navigate complex financial scenarios with a strategic mindset.
Moreover, Jesse’s experience with cloud databases and Excel analytics from his academic tenure at Austin Community College complements his practical skills, enabling him to analyze data effectively and support decision-making processes. His ability to multi-task and manage multiple client portfolios demonstrates his dedication to delivering personalized financial solutions while maintaining operational efficiency. Jesse Fraga’s blend of technical expertise, industry knowledge, and a client-focused approach makes him a valuable asset in helping clients achieve their financial objectives and navigate the dynamic landscape of financial services.
Financial Services Representative at Charles Schwab in February 2025 to Present
Administrative Assistant I at Austin Community College in January 2020 to February 2025
Administrative Assistant at Beacon Fire Protection in May 2024 to July 2024
Constituent Staff Assistant at U.S. State Senate in September 2023 to December 2023
Project Manager & Marketing Strategy at Austin Community College in January 2023 to April 2023
Project Lead: Committee Member at APAPA - Asian Pacific Islander American Public Affairs Association in October 2022 to December 2022
Business Consultant at Red River Cafe in June 2022 to August 2022
Riverbat Ambassador at Austin Community College in October 2018 to January 2020
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The University of Texas at Austin, Bachelor of Science - BS, September 2026
Texas State University, Non-Degree Seeker, September 2026
Austin Community College, Associate's degree, September 2026
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Data Integrity
Financial Modeling
Salesforce.com
Key Performance Indicators
Business Analysis
Key Metrics
Decision-Making
Financial Concepts
Data Visualization
Data Cleaning
Dashboards
Financial Data
Marketing Analytics
Data Processing
Data Monitoring
Tableau
Big Data
Analytics
Visualization
Online Research
Website Updating
Project Coordination
Data Analytics
Customer Presentations
Data Analysis
Financial Analysis
Microsoft Power BI
Python (Programming Language)
Mathematics
Programming
Data Management
Microsoft 365
Scheduling
Email Management
Discuss Oracle Cloud Data Management Principles
Describe Exadata Use Cases and Business Problems
Discuss concepts and uses of OCI Analytics and AI Data Services
Explain Oracle Free Tier Accounts
Describe MySQL and NoSQL services
Explain Migration and Upgrade options
Autonomous Database tools
Resiliency
SQL
Calling
Quality Assurance
Critical Thinking
Written Communication
Skilled Multi-tasker
Proposal Writing
Microsoft PowerPoint
Client Relations
Marketing Event Planning
Budgeting
Management
Attention to Detail
Spoken English
Google Sheets
Data Entry
Collaborative Problem Solving
Market Research
Music Industry
Advertising
Business-to-Business (B2B)
Process Improvement
New Business Development
Creative Strategy
Creative Writing
Marketing
Communication
Problem Solving
Project Management
Analytical Skills
Research
Microsoft Excel
Design
English
Finance
Social Media
Customer Service
Team Leadership
Time Management
Team Building
Leadership
Teamwork
Strategy
Interpersonal Skills
Presentations
Creativity Skills
Emotional Intelligence
Public Relations
Social Media Marketing
Brand Development
Brand Management
Branding
Event Planning
Strategic Planning
Software Development
Career Management
Tech Career Skills
Financial Accounting
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Discover more about Charles SchwabWhat is Jesse Fraga email address?
Email Jesse Fraga at [email protected] and [email protected]. This email is the most updated Jesse Fraga's email found in 2026.
What is Jesse Fraga phone number?
Jesse Fraga phone number is (956)-622-8381.
How to contact Jesse Fraga?
To contact Jesse Fraga send an email to [email protected] or [email protected]. If you want to call Jesse Fraga try calling on (956)-622-8381. (updated on May 30, 2025)
What company does Jesse Fraga work for?
Jesse Fraga works for Charles Schwab
What is Jesse Fraga's role at Charles Schwab?
Jesse Fraga is Financial Services Representative
What industry does Jesse Fraga work in?
Jesse Fraga works in the Financial Services industry.
Jesse Fraga Email Addresses
Jesse Fraga Phone Numbers
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